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Best financial advisors in Haverhill, FL

Registered advisers within 25 miles of Haverhill, FL.

Offices
834
Firms
430
Combined AUM
$18.9T
Firm-wide filings, not assets booked only here
Clients
3.22M
3,223,663 clients when Item 5C has a number
Avg / client
$5.87M
Combined AUM ÷ clients

Nearby offices

Firms

TRUIST ADVISORY SERVICES, INC.
LINCOLN INVESTMENT
CITIGROUP GLOBAL MARKETS INC.
TRANSAMERICA FINANCIAL ADVISORS, LLC
RETIREMENT CAPITAL ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PFS INVESTMENTS INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
KELLY & ASSOCIATES, LLC
VALLEY FINANCIAL MANAGEMENT, INC.
VALLEY WEALTH MANAGERS, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
SAGEVIEW ADVISORY GROUP, LLC
AMERITY WEALTH MANAGEMENT, LLC
ASSET PLANNING CORPORATION
CONCURRENT INVESTMENT ADVISORS, LLC
PRIME CAPITAL FINANCIAL
FIFTH THIRD SECURITIES, INC.

Investors

TAYIBA JANNAT
SPENCER CARPENTER IV
PAUL RALPH CACCOMO
CHRISTOPHER ROSE
RACQUEL ROXANN RAMLAL-SLAWINSKI
Robert Glenn Slawinski
JOHN MICHAEL CONVERY
EDDIE ISMAEL LOPEZ
JESSICA YATES
MARK STUART WHEELER
Brian Robert Rapp
Dennis John Mojares
Kyle Michelle Leaderman
SEAN PATRICK KELLY
ILONA DOMINGUEZ
Jason Robert Calderwood
Risalee Espinal
HAROLD FLORANTINO LATORTUE
JOHN ROSSETTER LEAVITT
JAMES IRA PACE
MARESSA ETZIG-MARIN
GIL BLAS MONTILLA VELEZ
RENEE SUZANNE POST
ALEXANDER EVAN RUBY
ANTHONY BART JAVARONE
Eric R Rivero
ALFONSO BURGOS
ERIC SETH BERMAN

Within 25 miles of Haverhill, FL, Best Investors lists 430 registered investment advisory firms with 834 offices nearby, managing about $18.9T in combined regulatory AUM across 3,223,663 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Haverhill

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM